See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,609 | $54,705-69.6% | $71,209-76.7% | $84,808-80.4% |
| Participation rate | 90.9% | 64.1%+26.8pp | 73.8%+17.2pp | 68.3%+22.6pp |
| Annual return | 17.66% | 35.90%-18.2pp | 282.51%-264.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,643 | $2,158-23.8% | $2,721-39.6% | $2,631-37.5% |
| Participant deferral / active EE | $2,878 | $3,030-5.0% | $4,175-31.1% | $4,212-31.7% |
| Admin fee / account holder | $1,754 | $4,863-63.9% | $5,349-67.2% | $7,344-76.1% |